Configure Rapid Needs Assessment

The Rapid Needs Assessment solution delivers a set of capabilities that help you define survey areas at a household level, identify community needs, and monitor disaster response or health action plan indicators as the assessments occur.

In this topic, you'll learn how to configure the Rapid Needs Assessment solution to meet specific needs of your organization.

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Provision users

Included with Rapid Needs Assessment is a group designed to help managers provision access to the items required to collect the rapid needs assessment surveys.

To add members to the groups, complete the following steps:

1. Sign in to your ArcGIS organization and verify that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Click Rapid Needs Assessment Mobile Users to open the group page.
4. On the Overview tab, click Invite members.
5. Select the members you want to add and click Add members to group.

   Note:

   If required, ensure Add organization members without requiring confirmation is checked so members have immediate access to maps and apps in time of an emergency.

   Note:

   The group grants access to the Rapid Needs Assessment Survey form and associated data and maps. It is designed to help share content quickly. You may wish to create additional groups to further grant or restrict access to specific content.

Update survey map

Mobile workers will use the Rapid Needs Assessment Survey form to enter their survey information. In the Survey123 field app, they will use a map to confirm the location of their survey. They can reference the map of the survey areas you define to help them confirm they are collecting data in the correct location.

To update the Rapid Needs Assessment Survey to include the survey areas, complete the following steps:

1. Sign in to your ArcGIS organization and browse to the Rapid Needs Assessment Survey form.
2. From the item page, click Open in Survey 123 > Manage in Survey123 website.
3. Click the Design tab.
4. In the form on the left, click the Identification and physical location group.
5. In the Edit panel on the right, in the Appearance section, uncheck the Collapse by default
6. On the survey, scroll down and click the Location element.
7. In the Edit panel on the right, next to Map and extent, click Edit.
8. Click the Organization's basemap gallery drop-down arrow and choose My content.
9. Choose the Rapid Needs Assessment Survey map and click OK.
10. In the form on the left, scroll up and click Identification and physical location.
11. In the Edit panel on the right, in the Appearance section, check the Collapse by default checkbox.
12. Edit the survey as necessary, and then click Save to save your changes.
13. Click Published.
14. Click Publish.

Modify the survey

Note:

This workflow is optional and does not need to be completed to work with the solution.

The Rapid Needs Assessment Solution includes a survey with core questions that are valuable in any survey. However, each rapid needs assessment is usually focused on a different topic, such as emergency response or determining the needs after a specific disaster. Therefore, you may want to add additional questions to the survey.

To modify the existing Rapid Needs Assessment Survey, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and, if necessary, browse to the Rapid Needs Assessment Survey form.
2. From the item page, click Open in Survey 123 > Manage in Survey123 website.
3. Click the Design tab.
4. In another browser tab, in your ArcGIS organization, browse to the Needs Assessment Sample Questions Microsoft Excelfile.
5. From the item page, click Download.
6. Open the file and examine the questions.

Note:

The spreadsheet contains sample questions the CDC has provided in the CASPER toolkit. You may use some of these questions as you extend the survey, or use may use your own.
7. In the browser tab with the survey, edit the survey as necessary, using the sample questions as a guide, and click Save to save your changes.
8. Click Published.
9. Click Publish.

Modify email sent to interview teams

Note:

This workflow is optional and does not need to be completed to work with the solution.

The Rapid Needs Assessment Manager app allows you to assign interview teams and email them with notification of where they will work and a hyperlink to the survey. You may want to provide further instructions in this email.

To extend this email, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Rapid Needs Assessment Manager map.
2. From the item page, click Open in Map Viewer.
3. On the Contents (dark) toolbar, click Layers if the Layers pane is not open.
4. In the Layers pane, select the Survey Areas layer, if necessary.
5. On the Settings (light) toolbar, click Pop-ups .
6. Click Send Survey Info, and then click Edit expression.
7. In the Send Survey Info window, locate the line of code starting with var bodySurveyInfo, and then updated the existing text as necessary.
8. Click Done.
9. Click Save to save the map.